FIM
BSCO

Freedom Investment Management’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

Freedom Investment Management’s Portfolio BSCO Stock Details BSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,468
Closed -$770K – 831
2024
Q3 		$770K Buy
36,468
+9,058
+33% +$191K 0.06% 317
2024
Q2 		$577K Sell
27,410
-3,735
-12% -$78.6K 0.05% 387
2024
Q1 		$653K Sell
31,145
-5,843
-16% -$122K 0.05% 364
2023
Q4 		$772K Buy
36,988
+20,320
+122% +$422K 0.06% 326
2023
Q3 		$345K Sell
16,668
-359
-2% -$7.41K 0.04% 455
2023
Q2 		$350K Sell
17,027
-8,386
-33% -$173K 0.04% 494
2023
Q1 		$523K Sell
25,413
-3,290
-11% -$67.6K 0.06% 390
2022
Q4 		$588K Buy
28,703
+2,191
+8% +$44.8K 0.07% 361
2022
Q3 		$541K Sell
26,512
-906
-3% -$18.8K 0.06% 396
2022
Q2 		$569K Sell
27,418
-3,398
-11% -$70.9K 0.06% 410
2022
Q1 		$649K Sell
30,816
-3,686
-11% -$78.9K 0.06% 399
2021
Q4 		$753K Sell
34,502
-4,093
-11% -$89.7K 0.06% 422
2021
Q3 		$853K Buy
38,595
+2,930
+8% +$65K 0.07% 368
2021
Q2 		$791K Buy
35,665
+867
+2% +$19.3K 0.06% 396
2021
Q1 		$771K Buy
+34,798
New +$776K 0.06% 384

Other funds holding BSCO

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Freedom Investment Management's BSCO Position: Q4 2024 in Review

Freedom Investment Management sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q4 2024, closing a stake of 36,468 shares — an estimated $770K sold.

Freedom Investment Management first reported a position in BSCO in Q1 2021 and held it in 15 quarters. The position peaked at $853K in Q3 2021. 4 funds tracked by Wall St. Rank hold BSCO as of Q4 2024.

  • Freedom Investment Management reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Freedom Investment Management sold 36,468 Invesco BulletShares 2024 Corporate Bond ETF shares in Q4 2024, an estimated $770K.
  • Freedom Investment Management first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q1 2021 and held it in 15 quarters.
  • Freedom Investment Management's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $853K in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q4 2024.

Based on Freedom Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.